Hawaii Masons And Plasterers Annuity Plan — Form 5500 plan (Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hawaii Masons And Plasterers Annuity Plan is a benefit plan reported by Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund under EIN 99-6024001 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,062 participants and $116,816,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund
- EIN
- 99-6024001
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 4,062
- End-of-year plan assets
- $116,816,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,062 | H, C | 20241212183839NAL0008021635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,816,428
- Total liabilities (EOY)
- $420,351
- Net assets (EOY)
- $116,396,077
- Net assets (BOY)
- $103,417,796
Income & contributions
- Employer contributions
- $7,169,383
- Total contributions
- $7,169,383
- Total income / additions
- $22,653,258
Expenses & distributions
- Benefits paid
- $8,450,079
- Administrative expenses
- $1,224,898
- Total expenses
- $9,674,977
- Net increase / (decrease)
- $12,978,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Risk Management Services | NONE | $191,313 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | NONE | $171,260 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $125,515 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $121,831 | not reported in the loaded dataset | 2023 |
| Old Glory Asset Management LLC | NONE | $77,335 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $64,920 | $0 | 2023 |
| Fenimore Asset Management | NONE | $63,095 | not reported in the loaded dataset | 2023 |
| Yoshida & Associates | NONE | $53,558 | not reported in the loaded dataset | 2023 |
| Hawaii Masons And Plasterers Admini | NONE | $46,456 | not reported in the loaded dataset | 2023 |
| Affinity Investment Advisors | NONE | $45,526 | not reported in the loaded dataset | 2023 |
| Singerlewak Llp | NONE | $41,277 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management LLC | NONE | $37,641 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $33,613 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $26,977 | not reported in the loaded dataset | 2023 |
| Three Peaks Capital Management | NONE | $25,024 | not reported in the loaded dataset | 2023 |
| Brown & Brown Pacific Insurance | NONE | $23,016 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisors, Inc. | NONE | $15,443 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $14,528 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Global Financial Servi | NONE | $9,491 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | NONE | $7,322 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Benefit Risk Management Services — Schedule C compensation
- Ssi Investment Management — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Old Glory Asset Management LLC — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Fenimore Asset Management — Schedule C compensation
- Yoshida & Associates — Schedule C compensation
- Hawaii Masons And Plasterers Admini — Schedule C compensation
- Affinity Investment Advisors — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Oakhurst Capital Management LLC — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation
- Three Peaks Capital Management — Schedule C compensation
- Brown & Brown Pacific Insurance — Schedule C compensation
- Focus Investment Advisors, Inc. — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Pitney Bowes Global Financial Servi — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation